300 N Greene Street, Ste. 900,
Our Firm has taken the challenge of working with Retirement and Insurance companies to develop programs to be cultural sensitive and relevant. Many Affluent African American professionals are getting tier 2 and 3 customer service in our industry and we are here to give you the proper care you have worked so hard to deserve. Our Firm has taken the initiative to foster relationship with Associations and Community Programs to stay current with the changes going on in the business world.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.